Financial & wealth planning advisory fees

We charge a flat fee for financial planning engagements. The fee is based on the scope of service, & complexity of the analysis & client circumstances. After collecting enough information to assess the scope of services desired, we suggest appropriate areas to be addressed for analysis/planning & quote an advisory fee. Planning fee minimum: $750. 

Wealth management fees

Our wealth management fee covers both an advisory (goal-based planning) & investment management component.  For information on these, click here. 

The annual fee to integrate & manage your money with a financial plan, including ongoing monitoring/advice, is 1.35% on the first $500,000, 1% on the next $500,000,  0.75% on the next $1 million & 0.50% on amounts over $2 million. One fourth of the fee is charged each calendar quarter. We combine, within a household, all accounts in the family relationship to maximize the fee discount. 

Our process & services are ideal for those that have not done financial planning, and/or do not have either the time, skill, energy or desire to effectively manage their own investment portfolio. Household investable assets minimum is $250,000, however, we do accept clients with less when there is a good fit.

For information on our approach to wealth management , click here.